Apexium Financial, LP Sells in Q2 2025

Apexium Financial, LP

  • $1.71 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.11K
- 0.86%
$172.42 - $223.89 $364K - $472K
244K $50.2M
USFR
Wisdomtree Floating Rate Treas

ETFs
-55.5K
- 18.45%
$50.28 - $50.47 $2.79M - $2.8M
245K $12.3M
IGM
Ishares Expanded Tech Sector E

ETFs
-23K
- 48.76%
$79.8 - $112.34 $1.84M - $2.58M
24.2K $2.72M
XLV
Select Sector Spdr Fund Health

ETFs
-6.71K
- 15.56%
$128.77 - $144.3 $864K - $968K
36.4K $4.91M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-11.7K
- 9.03%
$100.04 - $100.54 $1.18M - $1.18M
118K $11.9M
UNH
Unitedhealth Group Inc

Healthcare
-219
- 4.35%
$274.35 - $599.47 $60.1K - $131K
4.82K $1.5M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-52.9K
- 41.2%
$15.44 - $16.72 $816K - $884K
75.4K $1.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-253
- 1.64%
$483.48 - $539.8 $122K - $137K
15.2K $7.38M
CVX
Chevron Corp

Energy
-2.46K
- 13.07%
$133.73 - $168.51 $329K - $414K
16.3K $2.34M
XLE
Energy Sector Spdr

ETFs
-5.46K
- 14.83%
$76.44 - $94.13 $417K - $514K
31.3K $2.66M
JNJ
Johnson & Johnson

Healthcare
-2.13K
- 8.89%
$146.36 - $159.82 $312K - $341K
21.9K $3.34M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-22.9K
- 22.96%
$18.68 - $21.54 $427K - $493K
76.8K $1.57M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.96K
- 6.1%
$121.58 - $136.74 $482K - $542K
61K $8.28M
JPM
Jpmorgan Chase & CO

Financial Services
-8.96K
- 19.15%
$210.28 - $289.91 $1.88M - $2.6M
37.8K $11M
VIG
Vanguard Dividend Appreciation

ETFs
-2.66K
- 15.66%
N/A
14.3K $2.6M
KMB
Kimberly Clark Corp

Consumer Defensive
-2.46K
- 19.9%
$126.84 - $145.22 $311K - $357K
9.88K $1.27M
TOLZ
Dj Brookfield Global

ETFs
-9.52K
- 24.14%
$48.57 - $54.85 $462K - $522K
29.9K $1.61M
VTV
Vanguard Value ETF

ETFs
-2.96K
- 11.35%
$153.67 - $176.74 $454K - $522K
23.1K $4.08M
IBB
Ishares Biotechnology ETF

ETFs
-3.08K
- 18.45%
$112.02 - $129.0 $345K - $398K
13.6K $1.72M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-10.2K
- 44.12%
$32.0 - $39.87 $325K - $405K
12.9K $512K
INDA
Ishares Msci India Index Fund

ETFs
-8.51K
- 22.25%
$49.13 - $55.86 $418K - $475K
29.7K $1.66M
MRK
Merck & Co., Inc.

Healthcare
-921
- 4.5%
$73.47 - $87.12 $67.7K - $80.2K
19.6K $1.55M
MGC
Vanguard Mega Cap ETF

ETFs
-2.59K
- 18.4%
$179.23 - $224.92 $465K - $583K
11.5K $2.58M
IXJ
Ishares Global Healthcare ETF

ETFs
-307
- 0.72%
$82.3 - $90.02 $25.3K - $27.6K
42.1K $3.63M
BMY
Bristol Myers Squibb CO

Healthcare
-1.96K
- 21.63%
$44.12 - $59.6 $86.4K - $117K
7.1K $328K
SBUX
Starbucks Corp

Consumer Cyclical
-1.66K
- 41.04%
$79.69 - $99.41 $132K - $165K
2.39K $218K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-3.23K
- 10.46%
$71.28 - $83.74 $231K - $271K
27.7K $2.32M
ABBV
Abb Vie Inc.

Healthcare
-50
- 0.89%
$170.16 - $206.27 $8.51K - $10.3K
5.6K $1.04M
VHT
Vanguard Health Care ETF

ETFs
-364
- 17.42%
$236.71 - $261.92 $86.2K - $95.3K
1.73K $428K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-2.37K
- 38.42%
$53.75 - $67.21 $127K - $159K
3.79K $251K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-2.37K
- 19.84%
$70.44 - $86.87 $167K - $206K
9.59K $832K
TIP
Ishares Tr Tips Bd ETF

ETFs
-996
- 17.27%
$107.93 - $110.97 $107K - $111K
4.77K $525K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-65
- 7.26%
$390.26 - $489.06 $25.4K - $31.8K
830 $336K
FVD
First Tr Value Line Divid Inde

ETFs
-2.75K
- 1.1%
$40.62 - $45.12 $112K - $124K
248K $11.1M
LLY
Eli Lilly & CO

Healthcare
-6
- 0.32%
$713.71 - $898.95 $4.28K - $5.39K
1.87K $1.46M
EPD
Enterprise Products Partners L.P.

Energy
-1.67K
- 17.84%
$28.95 - $34.22 $48.5K - $57.3K
7.71K $239K
CB
Chubb LTD

Financial Services
-165
- 6.3%
$274.32 - $302.46 $45.3K - $49.9K
2.45K $710K
PEP
Pepsico Inc

Consumer Defensive
-112
- 3.09%
$128.02 - $151.37 $14.3K - $17K
3.52K $464K
NEE
Nextera Energy Inc

Utilities
-1.03K
- 25.92%
$64.11 - $75.0 $66.1K - $77.3K
2.95K $204K
PFE
Pfizer Inc

Healthcare
-2.45K
- 16.74%
$21.59 - $24.84 $52.8K - $60.7K
12.2K $294K
AFL
Aflac Inc

Financial Services
-551
- 17.76%
$99.77 - $112.45 $55K - $62K
2.55K $269K
PG
Procter & Gamble CO

Consumer Defensive
-12
- 0.19%
$157.66 - $172.39 $1.89K - $2.07K
6.36K $1.01M
MCD
Mcdonalds Corp

Consumer Cyclical
-40
- 1.35%
$285.55 - $321.23 $11.4K - $12.8K
2.93K $856K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-870
- 1.5%
$85.42 - $94.39 $74.3K - $82.1K
57K $5.35M
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
-581
- 2.64%
$51.58 - $56.65 $30K - $32.9K
21.4K $1.18M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-281
- 0.22%
$48.46 - $50.2 $13.6K - $14.1K
126K $6.28M
XLB
Select Sector Spdr Fd Material

ETFs
-742
- 10.64%
$74.27 - $88.92 $55.1K - $66K
6.23K $547K
VZ
Verizon Communications Inc

Communication Services
-148
- 0.69%
$41.67 - $45.62 $6.17K - $6.75K
21.3K $923K
NOC
Northrop Grumman Corp

Industrials
-83
- 14.21%
$456.3 - $540.39 $37.9K - $44.9K
501 $250K
Activity Summary
Buys All Purchases 141 New Holdings 10 Increased Positions 131 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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